WS #7824
No material new developments in the last 30 minutes. The dominant narratives from the previous window (Fed hawkishness, Iran tensions, OpenAI IPO) remain unchanged with no new data points or counter-signals to report.
Key developments
- Fed minutes show most officials see rate hikes if inflation stays high
- UK agrees £3.7bn trade deal with six Gulf states
- UAE oil pipeline bypassing Hormuz reaches 50% completion
- OpenAI reportedly filing for IPO as soon as Friday
- Goldman Sachs best day in 13 months, adds 300 points to DJIA
- TS Lombard predicts 10-year yield to hit 6%
- Reddit stock under pressure despite broad market gains
- Consumer staples outperformance flagged as warning sign for equities